Past Events

November 10, 2020 Dinner Meeting - CANCELLED
October 20, 2020 Unorthodox Planning Under the Secure Act
Thomas R. Anderson, J.D., CFP
September 17, 2020 Fall Seminar
Ramsay H. Slugg, Brett Bluestein, Jim Carlisle, Austen R. Hawkey, Paul G. Trippe (Bank of America)
March 19, 2020 Dinner Meeting
Please note: This meeting has been canceled
January 23, 2020 Winter Seminar
PETER W. FLEMING III
November 12, 2019 Dinner Meeting
Shawn Flanagan and Dwayne Green
September 19, 2019 Fall Seminar
Stephen A. Baxley and Dana G. Fitzsimons Jr. of Bessemer Trust
April 23, 2019 Spring Social
March 19, 2019 March Dinner Meeting
Thomas A. Martin CFA, Senior Vice President at GLOBALT Investments
January 17, 2019 2019 Winter Seminar
Donald O. Jansen
November 13, 2018 November Dinner Meeting
Judge Caroline Horlbeck
September 20, 2018 2018 Fall Seminar
Stephanie Loomis-Price
May 9, 2018 2018 Spring Social
March 22, 2018 2018 March Meeting - Tax Cuts and Jobs Act
Panel Discussion
November 14, 2017 November Meeting
Ramsay Slugg
September 21, 2017 Fall Seminar
Robert Kirkland
View Current Events